Orientation Checklist

My Account

Within this site you can also get marketing tools, prices list, sales tools, access support resources and more. Click HERE to go to the portal home site.

I recommend you do the following:

Partner Getting Started Setup & Sales Materials

Training
Ensure you have access to inspace so you can begin using it. The Partner Manager should have sent you access–if not, Contact HERE.

Next Steps
  • When your prospects have interest, then you can either demo the software (Demo Script HERE), have them watch the product demo video HERE, or invite them to one of the Group Webinars. We can tag team until you can do your own demos–You bring the prospect, we demo, help you with the quote, you close.
  • Go to FAQs to find out how to place an order or for other basic questions.

That’s it!!

Thanks.

Within this site you can also get marketing tools, prices list, sales tools, access support resources and more. Click HERE to go to the portal home site.

I recommend you do the following:

Partner Getting Started Setup & Sales Materials
Training
Ensure you have access to inspace so you can begin using it. The Partner Manager should have sent you access–if not, Contact HERE.

Next Steps
  • When your prospects have interest, then you can either demo the software (Demo Script HERE), have them watch the product demo video HERE, or invite them to one of the Group Webinars. We can tag team until you can do your own demos–You bring the prospect, we demo, help you with the quote, you close.
  • Go to FAQs to find out how to place an order or for other basic questions.

That’s it!!

Thanks.


Jamie Wilson

Head of Sales